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TradeUP Thursday

August. 28, 2025

Today’s Editions

  • Can Nvidia hold on to China sales under export curbs?
  • Will China’s chip boom drive markets higher?
  • What does Trump’s Fed firing mean for policy?
MARKET MOVEMENTS
Dow Jones
45,581.03
(+0.03%)
S&P 500
6,483.84
(+0.04%)
Nasdaq
21,619.27
(+0.13%)
Opening price as of 8/28/2025 compared to last close
IN THE HEADLINES

Nvidia Signals Strong AI Demand, China Still a Risk

Nvidia reported Q2 sales of $46.7B (+56% YoY) with EPS slightly above estimates and guided to $54B next quarter, though excluding China’s H20 shipments. CEO Jensen Huang projected $3–4T in AI infrastructure spend by 2030, underscoring long-term growth, while analysts called results a “solid beat and raise.” Shares dipped ~2% as investors weighed robust AI demand against lingering China export uncertainties.

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Cambricon Soars on 4,000% Revenue Jump

Chinese AI chipmaker Cambriconf posted a 4,000% revenue surge in H1 2025, hitting $403M with record profit, as Beijing pushes local alternatives to Nvidia under U.S. export curbs. Its market cap has doubled to $80B, though analysts warn it still lags Nvidia in technology and faces long-term hurdles from restricted chipmaking access.

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Dollar weakens after Trump ‘sacks’ Fed governor Lisa Cook

President Trump said he had “sacked” Federal Reserve Governor Lisa Cook over mortgage fraud allegations, though Cook vowed to continue her duties, setting up a legal fight over whether Trump has the authority to remove her. The announcement rattled markets: the dollar slipped 0.15%, 30-year Treasury yields rose to 4.92%, and gold hit a two-week high. Raising concerns over central bank independence just weeks ahead of critical policy decisions on rates.

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TradeUP TIDBIT

How does the Federal Reserve affect the Treasury market?

The U.S. Treasury market underpins global finance, but its stability often relies on hedge funds using heavy leverage. When shocks hit, this structure can unravel quickly, forcing the Fed to step in as a backstop. Experts argue the central bank needs more targeted tools to calm Treasury disruptions without blurring the line between market rescue and monetary policy.

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INVESTOR TIPS

SOFR

Secured Overnight Financing Rate measures the cost of overnight borrowing backed by Treasuries. Replacing LIBOR, it’s based on real transactions and moves closely with Fed policy, shaping funding costs, loans, and market liquidity.

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